Adding and editing notes to an appointment or client

Keep track of a client or appointment with Notes

Note This article has been flagged as needing an update.
The information contained in this article may be incomplete or relate to an older version of AppointmentGuru

Adding notes to an appointment can help to keep track of a clients progress.

Here's how to add notes:

If you're on the Calendar page, click on the appointment > Add a note. If you're viewing the client, click on the Notes tab and click on +NEW NOTE.
In the screen that opens, add a note title > Create.
Optionally add more notes and/or upload a file.

Here's how to view notes: